Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saad? Claim Your ProfileSaad Rahmouni Idrissi is a registered representative and investment advisor representative with Calton & Associates, Inc. in Tampa, Florida. Saad has been in the financial services industry since 2000. He specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Saad is registered with the state of Florida and has earned the Series 6, 7, 24, 63, and 66 licenses. He has previously been associated with Raymond James Financial Services, Inc. and T. Rowe Price Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/04/2023 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
10/23/2007 - 12/31/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
06/28/2000 - 10/16/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 09/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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